Equity Reconciliation (Carta MCP)
Connects to your Carta account via the Carta MCP server, pulls your cap table live, and reconciles it against your HRIS export employee by employee. Surfaces termination-date mismatches, terminated employees with active grants or lapsed exercise windows, and grants missing source documents. Exceptions are ranked by severity. Nothing is changed in either system. The HRIS side stays file-based (CSV/spreadsheet). This is the MCP-native variant; a platform-agnostic CSV version is available separately.
First-party, by Skills and Agents Co
July 2, 2026
MCP-powered — requires setup
This skill uses external tools via the Model Context Protocol. You'll need to configure the following MCPs before installing.
Setup steps
- Set up each required MCP using the configs below
- Download the skill file below
- Open the skill manager in Claude — in the desktop app underCode → Customize, or on claude.ai underCustomize → Skills
- Click Create a new skill (use + on claude.ai) and upload the downloaded file
- Start a new session — your MCPs and skill will both be active
- Use a trigger phrase to activate
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- In ChatGPT, create a Project and attach the file (or paste its contents into the project instructions). For a reusable setup, build a Custom GPT via Explore GPTs → Create and add the file there
- Start a chat in that Project or GPT, then say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.cursor/skills/equity-reconciliation-carta/SKILL.md(rename the downloaded file toSKILL.md). The shared.agents/skills/equity-reconciliation-carta/SKILL.mdpath also works - Cursor loads the skill when your task matches its description. Say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.github/skills/equity-reconciliation-carta/SKILL.mdin your repository (rename the downloaded file toSKILL.md) - Copilot loads the skill when it is relevant to your task. Say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.agents/skills/equity-reconciliation-carta/SKILL.mdin your repository (rename the downloaded file toSKILL.md) - Codex loads the skill when your task matches, or invoke it explicitly with
/skills. Say a trigger phrase to activate it
A Gem can't connect to an MCP, so it can't run this skill. This skill needs Carta MCP.
Use the instead.
npx skills add skills-agents-co/skills-and-agents-library/equity-reconciliation-cartaRequired MCPs
Carta's official MCP server. Read-only access to cap table, securities, stakeholders, vesting schedules, transaction history, and 409A data via OAuth.
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What this skill does
This is an overview of the skill from the site, not the skill's real instructions. The full SKILL.md Claude reads when this skill is active lives on GitHub at the source below.
Live equity reconciliation powered by the Carta MCP server. Pulls cap-table data directly from Carta, compares it against your HRIS export, and surfaces termination-date mismatches, active grants for terminated employees, lapsed exercise windows, and missing source documents. Use periodically and before any capital raise or audit.
This is the MCP-native variant. The HRIS side stays file-based (CSV/spreadsheet). A platform-agnostic version that works with any cap-table system via CSV export is available separately.
Includes an eval contract with five self-tests covering termination/active-grant severity ranking, ambiguous name matching, missing source documents, same-name/different-ID distinct records, and MCP connection failure handling.
View full SKILL.md on GitHub